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Portfolio (Quarterly) Guide ↗

Sellwood Investment Partners LLC

· CIK 0001763958
13F Portfolio $284M AUM 59 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 21 Added 14 Reduced 2 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STIP ISHARES TR 26,271.0 $2.7M 0.95% +2K +8.4% $102.16 -1.3%
22 BND VANGUARD BD INDEX FDS 33,779.0 $2.5M 0.88% +2K +7.4% $73.41 -2.0%
23 DFSU DIMENSIONAL ETF TRUST 36,250.0 $1.7M 0.60% -5K -11.2% $46.63 +3.8%
24 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.53% $748850.00
25 SCHO SCHWAB STRATEGIC TR 59,024.0 $1.4M 0.50% +943.0 +1.6% $24.14 -0.5%
26 VT VANGUARD INTL EQUITY INDEX F 8,412.0 $1.3M 0.47% -653.0 -7.2% $156.96 +3.0%
27 BKHY BNY MELLON ETF TRUST 25,225.0 $1.2M 0.42% +2K +9.3% $47.61 -1.2%
28 SGOV ISHARES TR 9,314.0 $938K 0.33% +82.0 +0.9% $100.67 -0.2%
29 SCHQ SCHWAB STRATEGIC TR 23,510.0 $736K 0.26% +2K +9.7% $31.30 -4.3%
30 VGSH VANGUARD SCOTTSDALE FDS 12,465.0 $725K 0.26% $58.20 -0.5%
31 VBK VANGUARD INDEX FDS 1,790.0 $655K 0.23% NEW $365.70 -4.4%
32 DFSI DIMENSIONAL ETF TRUST 14,332.0 $646K 0.23% -1K -9.0% $45.10 +5.1%
33 IVV ISHARES TR 693.0 $519K 0.18% +275.0 +65.8% $748.89 +3.3%
34 CATH GLOBAL X FDS 5,430.0 $481K 0.17% -1K -18.8% $88.50 +3.8%
35 VIA VIA TRANSN INC Technology 24,047.0 $436K 0.15% NEW $18.14 +55.1%
36 DFSE DIMENSIONAL ETF TRUST 6,619.0 $324K 0.11% -1K -13.9% $48.88 +2.3%
37 BINC BLACKROCK ETF TRUST II 5,971.0 $313K 0.11% -967.0 -13.9% $52.34 -1.3%
38 VNQ VANGUARD INDEX FDS 2,773.0 $267K 0.09% $96.43 -0.4%
39 BERKSHIRE HATHAWAY INC DEL 476.0 $238K 0.08% -41.0 -7.9% $500.39
40 IWF ISHARES TR 1,312.0 $163K 0.06% +984.0 +300.0% $124.17 -0.6%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.9%
Communication Services 11.3%
Industrials 9.6%
Healthcare 9.1%
Energy 7.8%
Financial Services 3.8%
Consumer Cyclical 3.2%
Consumer Defensive 2.4%